Sr. Financial Analyst

About the role

As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision-making within an organization.

Responsibilities

• Serve as an analytic resource for assigned systems, products, or business units by providing advanced support.
• Recommend improvements to current procedures, plans, and controls to achieve financial objectives; assist in implementing recommended enhancements.
• Generate pricing, profitability reports, or other documentation as needed.
• Provide oversight for the work group through knowledge in the area of specialization.
• Manage Rate Card update process: load new rate cards, change existing loads, and inactivate expired rate cards.
• Gather data, analyze, and produce reports on vendor rate card assignments.
• Improve existing and develop new rate card production and management tools.
• Manage rate card mass market updates.
• Assist with monthly new business volume reporting process.
• Analyze rate card and special quote pricing requests utilizing existing pricing tools.
• Complete other assigned tasks within BC FP&A/Pricing functions as needed.
• Prepare trend reporting and perform complex data analysis, effectively communicating and directing analysis output.
• Produce reports based on data analysis, company trends, and financial processes; convey patterns, problems, and areas of improvement.
• Conduct other internal reporting projects as needed; may develop process enhancements based on reporting.
• Provide advanced operational support to management, associates, and other key groups via analysis output and financial expertise.
• Direct information and process updates across systems.
• Serve as an analytics resource to the wider organization or business units, offering guidance and participating in strategic initiatives.
• Prepare documentation, presentations, or other materials for business purposes.
• Track performance across assigned systems, products, or business units, and identify issues limiting potential gains.
• Assist management in implementing recommended changes and ensuring compliance.
• Lead capital planning, forecasting, and investment analysis processes.
• Develop and maintain financial models supporting capital allocation, balance sheet optimization, and long-range planning.
• Deliver recurring and ad hoc reporting on capital expenditures, balance sheet performance, and key financial metrics.
• Analyze balance sheet trends, risks, and opportunities, providing actionable recommendations to leadership.
• Act as a strategic partner to explore opportunities to reduce capital expenses within run-the-business expenses.
• Support the Total Cost of Labor (TCOL) planning process, including forecasting, reporting, variance analysis, and scenario modeling.
• Identify opportunities to improve financial processes, reporting capabilities, and analytical insights.
• Partner within the FP&A team to prepare executive-level presentations and communicate financial results, risks, and recommendations to senior leadership.

Requirements

• Bachelor’s Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics.
• Able to explain complex financial modeling analysis to a broad cross-functional audience.
• Ability to speak persuasively and with credibility.
• Superior project management, organizational, and time management skills.

Benefits

• Medical, dental, vision, life, and disability insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for consultants and a certified Career Coach.